Economic Research - 22V Research

Economic Research:

Returning to the payroll report to emphasize a couple technical points

Gerard MacDonell June 4, 2023 12:01 PM

Not super easy to read, but probably stronger than expected

Gerard MacDonell June 2, 2023 10:01 AM

Cash on the sidelines, excess savings and equity returns

Gerard MacDonell June 1, 2023 2:46 PM

Can the pause really survive the CPI?

Gerard MacDonell June 1, 2023 2:11 PM

That was admittedly irritating

Gerard MacDonell May 31, 2023 3:45 PM

US corporate profitability has indeed been falling

Gerard MacDonell May 31, 2023 1:00 PM

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